Yubi - Director - Family Office
2 weeks ago
Director - Family Office
Key responsibilities:
1. Engage with existing HNIs and Family offices and Onboard new family offices to manage their investment appetite by nurturing strong, long-term relationships and delivering customized investment products
2. Run the marketing process for individual deals on the platform and more holistically for the company by creating investor collateral, engaging in webinars, investor events, etc
3. Manage existing and potential investor relationships to increase activity on the platform.
4. Partner cross-functionally with our Product, Legal and Risk teams to design products specific to situations, understand the credit profile of clients to pitch bespoke deals to investors - close deals and optimize tactics as it relates to capital markets.
5. Expand sale propositions via onboarding investors for their portfolio management and risk analysis needs
Desired Skills and Experience:
1. Have strong understanding of family office requirements and debt product offerings (10-15 years of work experience with a wealth house would be preferred)
2. Strong communication skills and the ability to pitch myriad debt products to HNIs/family offices would be essential
3. Ability to leverage social media platforms and other digital marketing channels to pitch product offerings
-
Director Sales
2 weeks ago
Mumbai, India Yubi Markets Full timeYubi Markets is a one stop platform for all wealth products & partners, We bring together a whole range of products which are designed to enable growth for wealth managers and investors. All of this through a powerful technology platform which simplifies complexities & delivers delightful experiences.. We understand that clients expect a one-stop shop...
-
Director Sales
23 hours ago
mumbai, India Yubi Markets Full timeYubi Markets is a one stop platform for all wealth products & partners, We bring together a whole range of products which are designed to enable growth for wealth managers and investors. All of this through a powerful technology platform which simplifies complexities & delivers delightful experiences.. We understand that clients expect a one-stop shop...
-
Director Sales
2 weeks ago
Mumbai, India Yubi Markets Full timeYubi Markets is a one stop platform for all wealth products & partners, We bring together a whole range of products which are designed to enable growth for wealth managers and investors. All of this through a powerful technology platform which simplifies complexities & delivers delightful experiences.. We understand that clients expect a one-stop shop...
-
Director Sales
1 week ago
Mumbai, India Yubi Markets Full timeYubi Markets is a one stop platform for all wealth products & partners, We bring together a whole range of products which are designed to enable growth for wealth managers and investors. All of this through a powerful technology platform which simplifies complexities & delivers delightful experiences.. We understand that clients expect a one-stop shop...
-
Head - Family Office
19 hours ago
Mumbai, India Yubi Markets Full timeAbout Yubi Markets: Yubi Markets is a one stop platform for all wealth products & partners, Yubi Markets, an organization dedicated to the cause of wealth managers & financial advisors in India.At Yubi Markets, we understand that clients expect a one-stop shop experience when it comes to financial products (NCDs, FDs, PMS, Mutual funds etc). We have...
-
Head - Family Office
7 days ago
Mumbai, Maharashtra, India Yubi Markets Full time ₹ 20,00,000 - ₹ 25,00,000 per yearAbout Yubi Markets:Yubi Markets is a one stop platform for all wealth products & partners, Yubi Markets, an organization dedicated to the cause of wealth managers & financial advisors in India.At Yubi Markets, we understand that clients expect a one-stop shop experience when it comes to financial products (NCDs, FDs, PMS, Mutual funds etc). We have therefore...
-
Head - Family Office
22 hours ago
mumbai, India Yubi Markets Full timeAbout Yubi Markets:Yubi Markets is a one stop platform for all wealth products & partners, Yubi Markets, an organization dedicated to the cause of wealth managers & financial advisors in India.At Yubi Markets, we understand that clients expect a one-stop shop experience when it comes to financial products (NCDs, FDs, PMS, Mutual funds etc). We have therefore...
-
Head - Family Office
16 hours ago
Mumbai, India Yubi Markets Full timeAbout Yubi Markets:Yubi Markets is a one stop platform for all wealth products & partners, Yubi Markets, an organization dedicated to the cause of wealth managers & financial advisors in India.At Yubi Markets, we understand that clients expect a one-stop shop experience when it comes to financial products (NCDs, FDs, PMS, Mutual funds etc). We have therefore...
-
▷ (High Salary) Head - Family Office
3 days ago
Mumbai, India Yubi Markets Full timeJob Description About Yubi Markets: Yubi Markets is a one stop platform for all wealth products & partners, Yubi Markets, an organization dedicated to the cause of wealth managers & financial advisors in India.At Yubi Markets, we understand that clients expect a one-stop shop experience when it comes to financial products (NCDs, FDs, PMS, Mutual funds etc)....
-
Director Sales
1 week ago
Mumbai, India Yubi Full timeJob Description About Us Yubi (https://www.go-yubi.com/) stands for ubiquitous. But Yubi will also stand for transparency, collaboration, and the power of possibility. From being a disruptor in India's debt market to marching towards global corporate markets from one product to one holistic product suite with seven products. Yubi is the place to unleash...
